See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,568 | $111,535-95.0% | $105,223-94.7% | $137,256-95.9% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 9.99% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $622 | $3,939-84.2% | $3,689-83.1% | $4,156-85.0% |
| Participant deferral / active EE | $1,971 | $5,500-64.2% | $5,072-61.1% | $6,407-69.2% |
| Admin fee / account holder | $427 | $9,721-95.6% | $8,859-95.2% | $12,270-96.5% |